Segment + Intercom + Pandadoc integration
Use Autopilot to create journeys that use the Segment, Intercom and Pandadoc integrations.
Upcoming
Marketing Automation ideas to integrate Segment, Intercom and Pandadoc.
Add Intercom Tag to Check Pandadoc Status to Send Segment Event
New Intercom User to Check Pandadoc Status to Send Segment Event
New Intercom User to Send Pandadoc Document to Send Segment Event
Intercom Tag to Send Pandadoc Document to Send Segment Event
Intercom Tag to Check Pandadoc Status to Send Segment Event
New Intercom Lead to Send Segment Event to Send Pandadoc Document
Add Intercom Tag to Send Pandadoc Document to Send Segment Event
New Intercom Lead to Send Pandadoc Document to Send Segment Event
New Intercom User to Send Segment Event to Send Pandadoc Document
Add Intercom Tag to Send Segment Event to Send Pandadoc Document
New Intercom Lead to Check Pandadoc Status to Send Segment Event
Intercom Tag to Send Segment Event to Send Pandadoc Document
Showing 12 journey ideas for Segment, Intercom and Pandadoc
About the Segment integration
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
About the Intercom integration
Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.
About the Pandadoc integration
Automatically send documents based on actions people take in the customer journey with Pandadoc and Autopilot. Easily follow up eSignatures status changes including after the document is successfully complete. Pandadoc streamlines the way your team creates, sends, and tracks sales documents so you can close more deals faster.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Intercom integration and the Pandadoc integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Conditions
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.
Journey Actions
Send Segment Event
Send a contextual Segment Event.
Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.
What is Autopilot?
Simple and visual customer journey marketing software you’ll love.
Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Segment, Intercom and Pandadoc.
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